Valued Wealth Advisors LLC Decreases Stock Holdings in Schwab U.S. REIT ETF (NYSEARCA:SCHH)

Valued Wealth Advisors LLC reduced its position in shares of Schwab U.S. REIT ETF (NYSEARCA:SCHH) by 3.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 19,380 shares of the company’s stock after selling 643 shares during the period. Schwab U.S. REIT ETF accounts for approximately 0.3% of Valued Wealth Advisors LLC’s portfolio, making the stock its 23rd largest position. Valued Wealth Advisors LLC’s holdings in Schwab U.S. REIT ETF were worth $449,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. Mather Group LLC. lifted its holdings in Schwab U.S. REIT ETF by 5,211.1% in the 2nd quarter. Mather Group LLC. now owns 1,434 shares of the company’s stock worth $29,000 after buying an additional 1,407 shares during the period. Abich Financial Wealth Management LLC lifted its stake in Schwab U.S. REIT ETF by 8,463.2% in the first quarter. Abich Financial Wealth Management LLC now owns 1,627 shares of the company’s stock worth $33,000 after acquiring an additional 1,608 shares during the period. Asset Dedication LLC boosted its holdings in Schwab U.S. REIT ETF by 36.9% in the third quarter. Asset Dedication LLC now owns 1,650 shares of the company’s stock valued at $38,000 after acquiring an additional 445 shares in the last quarter. Blue Trust Inc. purchased a new position in shares of Schwab U.S. REIT ETF during the third quarter valued at about $39,000. Finally, Larson Financial Group LLC grew its holdings in shares of Schwab U.S. REIT ETF by 386.3% during the 2nd quarter. Larson Financial Group LLC now owns 1,780 shares of the company’s stock worth $36,000 after acquiring an additional 1,414 shares during the period.

Schwab U.S. REIT ETF Stock Performance

Shares of SCHH traded up $0.08 on Friday, reaching $22.42. The stock had a trading volume of 196,181 shares, compared to its average volume of 3,565,294. Schwab U.S. REIT ETF has a 12-month low of $17.54 and a 12-month high of $23.66. The firm has a market capitalization of $7.11 billion, a price-to-earnings ratio of 26.49 and a beta of 0.97. The company has a 50-day simple moving average of $22.86 and a 200-day simple moving average of $21.09.

Schwab U.S. REIT ETF Company Profile

The Schwab U.S. REIT ETF (SCHH) is an exchange-traded fund that is based on the Dow Jones Equity All REIT Capped index, a market-cap-weighted index of US real estate investment trusts, excluding mortgage REITs and hybrid REITs. SCHH was launched on Jan 13, 2011 and is managed by Charles Schwab.